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Earning your trust. Building your future.

How Much Money Do You Need to Retire?

Take the Retirement Road Test!

METRO Investment Services is offering all METRO members a complimentary retirement analysis using our Retirement Road Test software. The analysis only takes a few minutes, and provides information to last a lifetime. The output rates your savings progress with a red, yellow or green light.
 
Whether you’re just starting to save, getting close to retirement or already in retirement, this analysis will provide you with a clear picture to help you achieve your vision of retirement.

Click here to get started. If you have questions about your retirement plan, or would like to schedule a no-cost, no-obligation Retirement Assets Consultation, contact Wendy Cundari, CRPC, the METRO Investment Services Representative serving the members of METRO at 619.278.5992.

Representatives are registered, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.

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  • Contact a Phone Representative for assistance 619.297.4835

     
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